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Documentation Index

Fetch the complete documentation index at: https://docs.duckie.ai/llms.txt

Use this file to discover all available pages before exploring further.

Connect HubSpot to let Duckie handle conversations and access CRM data.

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Capabilities

CapabilitySupported
Knowledge Source✓ Sync knowledge base articles
Deployment Trigger✓ Respond to conversations
Tool Actions✓ Reply, access CRM data

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Setup

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Connect via OAuth

  1. Go to Settings → Connections in Duckie
  2. Find HubSpot and click Connect
  3. You’ll be redirected to HubSpot to authorize
  4. Select the HubSpot account to connect
  5. Grant Duckie the requested permissions
  6. You’ll be redirected back to Duckie
Duckie requests access to conversations, contacts, companies, deals, and tickets.

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Using as a Knowledge Source

Sync your HubSpot Knowledge Base:
  1. Go to Train → Knowledge
  2. Click Add Source
  3. Select HubSpot
  4. Choose which knowledge base to sync
  5. Click Start Sync

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Using as a Deployment Trigger

Deploy an agent to HubSpot conversations:
  1. Go to Deploy
  2. Click Create Deployment
  3. Select your agent
  4. Choose HubSpot as the trigger
  5. Configure events:
    • New conversation — When a chat starts
    • Customer reply — When a customer responds

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Available Tools

ToolDescription
hubspot_replySend a reply
hubspot_get_contactGet contact details
hubspot_get_companyGet company information
hubspot_get_dealsGet associated deals
hubspot_get_ticketsGet support tickets

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Using CRM Data in Responses

Duckie can personalize responses using HubSpot CRM data:
  • Customer name and company
  • Previous interactions
  • Deal status
  • Custom properties
Example in a runbook: 
When helping a customer, first check their company status:
- Use @hubspot_get_company to see if they're a premium customer
- Adjust tone and priority based on their tier

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Best Practices

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Leverage Contact Context

Your agents can access rich customer context from HubSpot — use this to provide personalized support.

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Sync Your Knowledge Base

Keep your HubSpot Knowledge Base updated — Duckie will use these articles to answer questions.

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Troubleshooting

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”Unable to access conversations”

  • Verify you connected with an account that has Conversations access
  • Check that your HubSpot plan includes the Conversations inbox

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”CRM data not found”

  • Ensure the contact exists in HubSpot
  • Verify Duckie has permission to access CRM objects